ZENdexsm and CapVega

Stock market volatility has been a hallmark of financial markets since their inception, with historical episodes like the 1929 crash, the 1987 Black Monday, the 2008 financial crisis, and the 2020 COVID-19 pandemic highlighting its ever-present nature. Even corrections of 10%, which occur about once every 18 months, can feel significant.

While volatility often signals uncertainty and risk, it also carries embedded economic value. It reflects changing investor expectations, shifts in economic fundamentals, and evolving market sentiment. For traders and institutions, volatility creates opportunities for profit through arbitrage, hedging, and dynamic portfolio management. Moreover, it plays a critical role in options pricing and risk assessment, acting as a barometer of market health and a tool for discovering fair value in uncertain environments. Thus, beyond its reputation for signaling turmoil, volatility serves as a vital mechanism in the efficient functioning of financial markets.

Exclusively through Thomas Financial, you can access the following investment solutions that either mitigate, or capitalize on, market volatility:

ZENdexsm Portfolios: For when you want off the roller coaster.

Are you at the point in life where a smoother ride has significant appeal? ZENdexsm Portfolios are designed to reduce risk during market downturns and capitalize on recoveries, with a secondary objective of minimizing the tax impact of your recurring distributions.

CapVega: Worry Less. Enjoy More.

With the right approach to volatility, it is possible to have less risk than the S&P 500 with higher returns than the S&P 500. This is the aim of CapVega, a Liquid Alternative Investment, that may serve as a powerful diversifier for your overall portfolio. With no lockups, performance fees, or capital calls, CapVega could be among the easiest and most intelligent ways to gain exposure to the Alternatives asset class. See our most recent fact sheet here.

While stock market volatility can often evoke feelings of apprehension, it is essential to remember that it also presents unique opportunities for strategic investment and growth. At Thomas Financial, we are committed to equipping you with tailored solutions like ZENdexsm Portfolios and CapVega to help you navigate these fluctuations with confidence.

To learn more, please contact your Thomas Financial advisor, or Craig Faassen, at 813-273-9416 or cfaassen@thomasfinancial.com.